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BBB Foods Inc. (TBBB)



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Upturn Advisory Summary
03/06/2025: TBBB (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit -16.18% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.44B USD | Price to earnings Ratio - | 1Y Target Price 32.25 |
Price to earnings Ratio - | 1Y Target Price 32.25 | ||
Volume (30-day avg) 1318836 | Beta - | 52 Weeks Range 19.31 - 35.22 | Updated Date 02/26/2025 |
52 Weeks Range 19.31 - 35.22 | Updated Date 02/26/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.15 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -0.67% | Operating Margin (TTM) 2.76% |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE 88.5 | Enterprise Value 3246984071 | Price to Sales(TTM) 0.06 |
Enterprise Value 3246984071 | Price to Sales(TTM) 0.06 | ||
Enterprise Value to Revenue 1.24 | Enterprise Value to EBITDA 20.82 | Shares Outstanding 38709700 | Shares Floating 38709259 |
Shares Outstanding 38709700 | Shares Floating 38709259 | ||
Percent Insiders - | Percent Institutions 127.1 |
Analyst Ratings
Rating 3.62 | Target Price 32.25 | Buy 3 | Strong Buy 1 |
Buy 3 | Strong Buy 1 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
BBB Foods Inc.
Company Overview
History and Background
BBB Foods Inc. was founded in 1950 as a small family-owned bakery. Over the decades, it expanded its product line and distribution network, becoming a major player in the packaged foods industry through organic growth and strategic acquisitions.
Core Business Areas
- Packaged Snacks: Production and distribution of a wide range of packaged snacks, including chips, pretzels, and popcorn.
- Breakfast Cereals: Manufacturing and marketing of ready-to-eat breakfast cereals, granola bars, and related products.
- Frozen Foods: Production of frozen entrees, vegetables, and desserts.
Leadership and Structure
BBB Foods Inc. is led by a CEO and a team of senior executives. The organizational structure includes departments for marketing, sales, research and development, finance, and operations.
Top Products and Market Share
Key Offerings
- Crispy Chips: A popular brand of potato chips, holding an estimated 15% market share in the US chip market. Competitors include PepsiCo (Lay's), Kellogg's (Pringles), and Campbell Soup Company (Kettle Brand). Revenue from Crispy Chips account for 20% of the total revenue for BBB Foods Inc..
- Oaty Bites Cereal: A leading brand of oat-based breakfast cereal, with a 10% market share in the cereal market. Competitors include General Mills, Kellogg's, and Post Holdings. Revenue from Oaty Bites Cereal account for 15% of the total revenue for BBB Foods Inc..
- Frozen Veggie Mix: A variety of frozen vegetable mixes, accounting for 8% of the frozen vegetable market. Competitors include Conagra Brands (Birds Eye), Green Giant, and Simplot.
Market Dynamics
Industry Overview
The packaged food industry is highly competitive, with established players and emerging brands vying for market share. Trends include a growing demand for healthy and convenient food options.
Positioning
BBB Foods Inc. positions itself as a provider of high-quality, affordable packaged foods with a focus on innovation and customer satisfaction.
Total Addressable Market (TAM)
The total addressable market for packaged foods in the US is estimated at $800 billion. BBB Foods Inc. has a significant presence in multiple categories and is well positioned to capture a larger share of this market.
Upturn SWOT Analysis
Strengths
- Established brand recognition
- Extensive distribution network
- Strong product innovation
- Efficient supply chain
Weaknesses
- Dependence on traditional grocery channels
- Limited international presence
- Exposure to commodity price fluctuations
- Relatively high debt levels
Opportunities
- Expanding into international markets
- Developing new healthy food products
- Acquiring smaller competitors
- Strengthening online sales channels
Threats
- Changing consumer preferences
- Increased competition from private label brands
- Rising input costs
- Economic downturns
Competitors and Market Share
Key Competitors
- PEP
- K
- GIS
- HSY
Competitive Landscape
BBB Foods Inc. has a strong position in several key categories, but faces intense competition from larger players with greater resources. Innovation and brand differentiation are crucial for maintaining market share.
Major Acquisitions
Sunshine Snacks
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Expanded BBB Foods Inc.'s presence in the snack food market and provided access to new distribution channels.
Growth Trajectory and Initiatives
Historical Growth: BBB Foods Inc. has achieved consistent revenue growth of 4% annually over the past five years.
Future Projections: Analysts project revenue growth of 3-5% per year over the next five years, driven by new product launches and market expansion.
Recent Initiatives: BBB Foods Inc. recently launched a new line of organic snacks and invested in a new distribution center to improve efficiency.
Summary
BBB Foods Inc. is a well-established company with a strong brand and a history of consistent growth. However, increasing competition and rising input costs pose challenges. The company's focus on innovation and market expansion should drive future growth, but it needs to manage its debt and adapt to changing consumer preferences. It is a fairly strong company but needs to make sure it has innovation and marketing working together to create demand.
Similar Companies

CAG

ConAgra Foods Inc



CAG

ConAgra Foods Inc

GIS

General Mills Inc



GIS

General Mills Inc
HSY

Hershey Co


HSY

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K

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K

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PEP

PepsiCo Inc



PEP

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Sources and Disclaimers
Data Sources:
- Company Filings
- Market Research Reports
- Analyst Estimates
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Actual results may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BBB Foods Inc.
Exchange NYSE | Headquaters Mexico City, DF, Mexico | ||
IPO Launch date 2024-02-09 | Founder, CEO & Chairman Mr. Kamal Anthony Hatoum | ||
Sector Consumer Defensive | Industry Discount Stores | Full time employees 25300 | Website https://tiendas3b.com |
Full time employees 25300 | Website https://tiendas3b.com |
BBB Foods Inc., through its subsidiaries, operates a chain of grocery retail stores in Mexico. It offers household cleaning, personal hyenine, cosmetics and beauty, pharmacy, and general merchandise products, as well as jellies and desserts, foods and drinks, pet supplies, coffee, tea, chocolates, breads, dry and frozen foods, snacks and sweets, and toilet papers and napkins. The company also provides branded, private label, and spot products. It serves low-to-middle income households through online channels. BBB Foods Inc. was incorporated in 2004 and is headquartered in Mexico City, Mexico.
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